Sales collateral

You have the pitch deck, the one-pager, the case study, the pricing sheet. They're in a shared drive somewhere, probably in several versions, and when a rep needs to send something to a prospect they dig through folders, find what they think is current, attach it to an email, and hit send. Then silence. Did the prospect open it? Did they read past the first slide? Did they forward it to their CFO? You have no idea, so the follow-up is a guess. Meanwhile, the deck gets updated next week and the version the prospect has is already wrong. The material exists. The problem is organising it, sharing it in a way you can track, and knowing what happens after you hit send.

This page is for salespeople, founders, and revenue teams who need their sales materials organised, shareable via tracked links, and visible in terms of who's engaging with what.

The problem

Collateral is scattered and versioned badly. The latest deck is in Google Drive. Or is it the one in Dropbox? Someone updated the case study last week but saved it under a different name. Reps send whatever they can find, and different prospects end up with different versions of the same material. There's no single, current source for sales content.

You don't know what happens after you send. You share a deck and then you wait. The prospect might have read every slide, or they might have never opened it. Without engagement data, your follow-up timing, your tone, and your next move are all based on guesswork rather than signal.

Personalisation is manual and slow. Every deal is slightly different, and the best reps tailor what they send. But pulling together the right combination of deck, case study, and one-pager for a specific prospect means assembling it from scratch each time, because the materials aren't organised in a way that makes it easy to mix and match.

What Fabric changes

All your sales material lives in one searchable place. Pitch decks, case studies, one-pagers, pricing sheets, product screenshots, demo recordings, and reference materials all go into Fabric. One current version of everything, findable by search.

You share with tracked, password-protected links. Send a prospect a link instead of an attachment. Track when they open it, which documents they view, how long they spend, and whether they return. Your follow-up is informed by what they actually did, not what you hope they did.

Finding the right material for a deal is fast. Search by topic, industry, objection, or use case and pull together the right combination of collateral for a specific prospect. The AI can help you find the most relevant case study or the right version of a deck.

How it works

Organise your collateral library. Create a Fabric space for your sales materials. Add every deck, case study, one-pager, pricing sheet, and demo recording. Use sub-spaces or tags to group by product line, industry, or deal stage if the volume warrants it.

Search for the right material. Fabric's AI search finds materials by meaning, not just filename. Ask "case study about enterprise onboarding in financial services" and find the right one, even if you can't remember what it's called.

An AI that knows your collateral. The AI assistant works from your saved materials. Ask it to find the most relevant case study for a deal, summarise the key points from a deck, or pull together a set of materials tailored to a prospect's industry and use case.

Share via tracked links. Publish individual documents or curated collections with a tracked link. Add password protection for sensitive pricing or terms. Send the link to the prospect instead of an attachment.

Track engagement. Link analytics show you when the prospect opened the link, which documents they viewed, how long they spent on each, and whether they came back. Use this to time your follow-up, identify what resonated, and spot when a deal is heating up or going cold.

Keep materials current. When a deck or case study gets updated, replace it in the space. Every tracked link that points to it now serves the current version. No re-sending, no version confusion.

Annotate for internal context. Annotate materials with internal notes about when to use them, which objections they address, or which personas they're best suited for. These notes are searchable by your team but not visible to prospects.

A sales collateral workflow in Fabric

Build the library once. Gather every current version of every sales document into one Fabric space. Organise by type, industry, or deal stage. This is your team's single source of truth for sales content.

Before a meeting, search and assemble. Search for materials relevant to the prospect's industry, use case, or stage. Ask the AI to suggest the most relevant case study or find materials that address a specific objection. Pull together a curated set.

Share with a tracked link. Publish the curated set with a tracked link and send it to the prospect. Add a password if the material is sensitive.

Watch the engagement. Check analytics to see what the prospect opened, when, and for how long. A prospect who spent ten minutes on the pricing sheet is a different follow-up conversation from one who opened and closed the deck in thirty seconds.

Follow up with signal. Reference what they looked at. "I noticed you spent some time on the enterprise case study. Would it help to set up a call with that customer?" is a better follow-up than "just checking in."

Keep it current. When materials get updated, replace them in the space. The links update automatically. The library stays fresh without a separate maintenance process.

What compounds over time

A well-maintained collateral library gets more useful the longer it's been running. Every new case study, every updated deck, every new one-pager adds to what reps can draw on. The AI gets better at surfacing the right material because there's more to match against. And the engagement analytics build into a picture of what content actually moves deals: which case studies get the most attention, which decks hold prospects past the first slide, which materials are most often associated with closed deals.

Teams that maintain their collateral in Fabric find that the sales process gets more data-driven over time. Instead of sending the same generic deck to everyone, reps learn what works for which persona and assemble accordingly.

Related use cases

For secure document sharing in a diligence or fundraising context, see data room. For a public, always-current brand asset library, see press kit. For ongoing per-client workspaces after the deal closes, see client work and deliverables. For lightweight deal and pipeline tracking, see CRM and pipeline. Fabric is built for marketers and sales teams.

Get started

Organise your sales collateral in one place and start sharing with tracked links instead of blind attachments. Try Fabric free.

Comparing tools? See how Fabric compares to DocSend for tracked document sharing.

FAQs

Can I track when a prospect opens my deck?

Yes. Link analytics show you when the prospect accessed the link, which documents they viewed, how long they spent on each, and whether they returned.

Can I password-protect shared materials?

Yes. Add a password to any published link so only the intended recipient can access it. Useful for sensitive pricing, terms, or proposals.

Can I share a set of documents with one link?

Yes. Publish a curated collection of documents as a single tracked link. The prospect sees everything you've assembled for them in one place.

Does the link update when I change a document?

Yes. Replace or update a document in the space and the published link reflects the change immediately. Prospects always see the current version.

Can the AI help me find the right case study for a deal?

Yes. The AI assistant works from your collateral library. Ask it to find case studies by industry, use case, company size, or objection, and it surfaces the most relevant materials.

Can I search my collateral library by topic or industry?

Yes. Fabric's AI search finds materials by meaning. Search "healthcare compliance case study" or "objection handling for enterprise procurement" and find the right content regardless of how it was named or filed.

Can I see which slides a prospect viewed in a deck?

Link analytics track which documents were viewed and time spent. The granularity depends on how the materials are structured. Sharing individual sections as separate documents gives you more detailed engagement data than sharing a single large file.

Can multiple reps use the same collateral library?

Yes. Share the space with your team and everyone draws from the same current materials. No more reps sending outdated versions they found in their own folders.

Can I annotate materials with internal notes about when to use them?

Yes. Annotate any document with internal notes about its best use case, the objections it addresses, or the personas it targets. These notes are searchable by your team but not visible to prospects viewing via a published link.

How is this different from DocSend?

DocSend is a dedicated document-sharing and tracking tool. Fabric is a full workspace where your collateral lives alongside your research, meeting notes, client files, and everything else. The tracked sharing is one capability within a broader system. The advantage is that your sales materials are searchable by AI, connected to the rest of your knowledge, and manageable without a separate tool.

Can I use Fabric alongside my CRM?

Yes. Fabric isn't a CRM replacement. It's where your sales content lives and where you share it with tracking. The CRM tracks the deal; Fabric holds the materials and tells you what the prospect engaged with.

Is there a limit on how many documents I can share?

No practical limit. Share as many documents as the deal requires, individually or as curated collections.